TLH vs SCHP overlap
TLH and SCHP overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: TLH, SEC Form N-PORT, May 31, 2026; SCHP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TLH | SCHP |
|---|---|---|
| Envestnet Asset Management Inc. | $2.0B | $166.8M |
| JPMorgan Chase & Co | $353.6M | $741.5M |
| Bank of America Corp. | $708.1M | $95.4M |
| LPL Financial LLC | $673.5M | $43.9M |
| Morgan Stanley | $355.3M | $134.3M |
| BlackRock, Inc. | $472.7M | $9K |
| MAI Capital Management | $41.2M | $305.8M |
| Ameriprise Financial Inc. | $246.0M | $90.7M |
| Truist Financial Corp. | $301.3M | $9.4M |
| Assetmark, Inc. | $245.5M | $54.9M |
| Cerity Partners LLC | $1.3M | $280.4M |
| Envestnet Portfolio Solutions, Inc. | $229.6M | $651K |
| CENTRAL TRUST Co | $20K | $216.0M |
| Wells Fargo & Company | $166.7M | $49.1M |
| Cerity Partners OCIO LLC | $50.6M | $149.0M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: TLH institutional holders, SCHP institutional holders.
Frequently asked questions
How much do TLH and SCHP overlap?
0.0% by weight, with 0 holdings in common, using holdings for TLH as of May 31, 2026 and SCHP as of June 30, 2026.
Do institutions hold both TLH and SCHP?
266 Form 13F filers report positions in both, out of 1,132 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.